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Part-Time Personal Tax Assistant

Modern & Forward-Thinking Professional Services Firm

Part time role – either 5 shorter days or 3 full days designed to suit the individual.

Are you a detail-driven Personal Tax Assistant looking to join a truly modern firm that balances professional excellence with a vibrant and social culture? This could be the perfect role for you.

We’re working with a highly reputable, forward-thinking firm known for its dynamic, inclusive environment and top-tier client service. They're now looking for a Part-Time Personal Tax Assistant to support their thriving Private Wealth team.

The Role

As a Personal Tax Assistant, you'll play a vital part in ensuring the smooth delivery of personal tax services. You'll work closely with a supportive Tax Manager and wider Private Wealth team, helping prepare self-assessment tax returns, liaise with clients and HMRC, manage documentation, and provide broader administrative support.

Key responsibilities include:

Assisting with the preparation and submission of Self-Assessment and Capital Gains Tax Returns

Communicating with clients and HMRC regarding tax queries

Preparing SA1s, 64-8s, R185s and other standard tax forms

Supporting with invoices, payment on account letters, and maintaining spreadsheets

Handling incoming post, emails, and client calls in the team’s absence

Assisting with client meeting preparation and wider administrative duties

What You’ll Bring

Previous experience in a personal tax role within an accountancy or legal firm

Great attention to detail and strong organisational skills

A client-focused mindset with excellent communication skills

Ability to work independently and manage deadlines

Familiarity with CCH Personal Tax software (advantageous but not essential)

Benefits & Perks

This firm genuinely goes the extra mile to support its people. You'll enjoy:

ATT or equivalent study support package

Pension – 6% employer contribution, 3% minimum employee contribution

Private Healthcare – Vitality Health cover for employees

Life Assurance – 4x your basic salary

Group Income Protection

Generous Holiday Package – 5 working weeks + bank holidays

Plus: buy/sell one extra week, a day off for your birthday (if it falls on a working day), and a charity day each year

Flexible Working & Part-Time Options

Summer Ball, Christmas Lunches & Regular Socials

In-house Private Dining Events

Fun extras like Easter treats and a rooftop garden space

Employee Assistance Programme – 24/7 counselling and wellbeing support

The Culture

This is a firm where professionalism meets personality. They embrace innovation, care deeply about their people, and offer a culture where ideas are valued and individuality is celebrated. Whether it's a rooftop coffee break, themed socials, or a quiet chat in a modern breakout space — this is a place where you'll genuinely enjoy coming to work.

Ready to join a firm that values your skills and your wellbeing?

Apply now for a confidential chat and take the next step in your tax career — on your terms